HSBC

Wealth Manager

HSBC

New York, NY, USA
Full-TimeDepends on ExperienceSenior LevelMasters
Job Description

Welcome to HSBC, a global banking and financial services company with a mission to help individuals and businesses thrive. We are currently seeking a highly skilled Wealth Manager to join our team and assist our clients in achieving their financial goals. As a Wealth Manager, you will have the opportunity to work with a diverse client portfolio and provide them with personalized financial solutions. We are looking for a passionate and driven individual with a strong understanding of financial planning and investment strategies. If you are a self-motivated and results-oriented professional with a proven track record in wealth management, we would love to hear from you. Join us at HSBC and be a part of a dynamic team that strives to make a positive impact on the lives of our clients.

  1. Develop and maintain strong relationships with clients to understand their financial needs and objectives.
  2. Provide personalized financial advice and solutions to clients based on their individual goals and risk tolerance.
  3. Conduct thorough financial analysis and create comprehensive financial plans for clients.
  4. Stay updated on market trends and investment strategies to effectively guide clients in making informed decisions.
  5. Monitor and review clients' investment portfolios and make necessary adjustments to ensure alignment with their goals.
  6. Collaborate with other team members and departments to enhance the overall client experience.
  7. Utilize HSBC's resources and tools to effectively manage and grow client relationships.
  8. Act as a brand ambassador for HSBC, promoting our services and values to clients and potential clients.
  9. Adhere to all compliance and regulatory guidelines to ensure the safety and security of client assets.
  10. Continuously strive to meet and exceed individual and team targets and contribute to the success of the organization.
Where is this job?
This job is located at New York, NY, USA
Job Qualifications
  • Bachelor's Degree In Finance, Economics, Or A Related Field.

  • At Least 3-5 Years Of Experience In Wealth Management Or Financial Advisory Services.

  • Strong Understanding Of Investment Products, Financial Markets, And Wealth Management Strategies.

  • Excellent Communication And Interpersonal Skills, With The Ability To Build And Maintain Relationships With High Net Worth Clients.

  • Professional Certifications Such As Certified Financial Planner (Cfp) Or Chartered Financial Analyst (Cfa) Are Preferred.

Required Skills
  • Financial Planning

  • Investment Management

  • Risk assessment

  • Market analysis

  • Client Relationship Management

  • Asset allocation

  • Retirement planning

  • Estate Planning

  • Tax Planning

  • Wealth Preservation

  • Portfolio Diversification

Soft Skills
  • Communication

  • Conflict Resolution

  • Emotional Intelligence

  • Leadership

  • Time management

  • creativity

  • Teamwork

  • Adaptability

  • Problem-Solving

  • Decision-making

Compensation

According to JobzMall, the average salary range for a Wealth Manager in New York, NY, USA is $90,000 - $150,000 per year. However, this can vary depending on factors such as experience, qualifications, and the specific company or industry the individual works in. Some Wealth Managers may earn higher salaries, potentially up to six figures, while others may earn lower salaries closer to the $90,000 range. It is important to research and negotiate salary expectations based on individual qualifications and the specific job opportunity.

Additional Information
HSBC is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate based upon race, religion, color, national origin, sex, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
Required LanguagesEnglish
Job PostedFebruary 26th, 2024
Apply BeforeMay 22nd, 2025
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About HSBC

HSBC Holdings Plc operates as a holding company for the HSBC Group. It provides banking and financial services through four global businesses, including Retail Banking and Wealth Management, Commercial Banking, Global Banking and Markets and Global Private Banking. The company's operating segments are organized into six geographical regions, including Europe, Hong Kong, Rest of Asia Pacific, Middle East and North Africa, North America and Latin America.

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